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S&p Global shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in S&p Global

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All positions including S&p Global held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 20k 516.62
2024-06-30 $6.3M 14k 446.01
2024-03-31 $5.7M 13k 425.45
2023-12-31 $5.3M 12k 440.52
2023-09-30 $3.8M 11k 365.41
2023-06-30 $3.9M 9.6k 400.89
2023-03-31 $3.3M 9.5k 344.76
2022-12-31 $2.3M 6.9k 334.92
2022-09-30 $2.3M 7.6k 305.32
2022-06-30 $2.2M 6.5k 337.00
2022-03-31 $758k 1.8k 409.95
2021-12-31 $1.1M 2.3k 471.81
2021-09-30 $553k 1.3k 425.06
2021-06-30 $412k 1.0k 410.36
2021-03-31 $280k 793 353.09
2020-12-31 $203k 628 323.25
2020-09-30 $212k 588 360.54